WIM

Waverton Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 25.07%
This Quarter Est. Return
1 Year Est. Return
+25.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$41.9M
3
+$38M
4
BABA icon
Alibaba
BABA
+$12.8M
5
PINS icon
Pinterest
PINS
+$12.1M

Top Sells

1
+$50.4M
2
+$40.1M
3
+$23.6M
4
LMT icon
Lockheed Martin
LMT
+$19.5M
5
UNP icon
Union Pacific
UNP
+$12.9M

Sector Composition

1 Technology 31.57%
2 Financials 22.91%
3 Consumer Discretionary 17.71%
4 Industrials 10.23%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.06%
15,720
-419
52
$1.02M 0.05%
96,118
-500
53
$741K 0.03%
15,530
+3,530
54
$713K 0.03%
+24,165
55
– –
-12,400
56
– –
-16,095
57
– –
-236,009
58
– –
-35,548
1 2
3